Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$56.7M
3
+$27.7M
4
MSFT icon
Microsoft
MSFT
+$21M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$18.8M

Top Sells

1
+$43.5M
2
+$21.5M
3
+$7.91M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.91M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$5.26M

Sector Composition

1 Technology 12.31%
2 Healthcare 4.51%
3 Financials 3.73%
4 Consumer Discretionary 3.68%
5 Consumer Staples 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$391K 0.01%
1,812
+116
552
$391K 0.01%
9,002
+454
553
$391K 0.01%
3,309
-1,114
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$391K 0.01%
8,555
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555
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2,498
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556
$390K 0.01%
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$390K 0.01%
2,386
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558
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559
$387K 0.01%
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561
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6,866
+1,310
562
$384K 0.01%
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563
$383K 0.01%
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564
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17,688
-1,350
565
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566
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567
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175
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571
$374K 0.01%
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4,684
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$373K 0.01%
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574
$373K 0.01%
1,691
+11
575
$372K 0.01%
+10,586
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